Altium Wealth Management’s Fidelity National Information Services FIS Stock Holding History

Altium Wealth Management’s Portfolio FIS Stock Details FIS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$534K	Buy	5,821 +1,874	+47%	+$186K	0.04%	228
2022 Q1	$396K	Buy	3,947 +1,673	+74%	+$175K	0.03%	291
2021 Q4	$248K	Buy	2,274 +82	+4%	+$9.27K	0.02%	342
2021 Q3	$267K	Sell	2,192 -37	-2%	-$4.96K	0.02%	321
2021 Q2	$316K	Buy	2,229 +323	+17%	+$48K	0.02%	306
2021 Q1	$268K	Buy	1,906 +144	+8%	+$19.7K	0.02%	316
2020 Q4	$249K	Buy	1,762 +113	+7%	+$16.1K	0.02%	310
2020 Q3	$243K	Sell	1,649 -130	-7%	-$18.8K	0.03%	296
2020 Q2	$239K	Buy	+1,779	New	+$234K	0.03%	291

Other funds holding FIS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Altium Wealth Management's FIS Position: Q2 2022 in Review

Altium Wealth Management increased its Fidelity National Information Services (FIS) stake by 47% in Q2 2022, buying an estimated $186K and bringing the position to 5,821 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #228.

Altium Wealth Management first reported a position in FIS in Q2 2020 and has held it in 9 quarters since. 1,084 funds tracked by Wall St. Rank hold FIS as of Q2 2022.

Altium Wealth Management held 5,821 shares of Fidelity National Information Services worth $534K as of Q2 2022.
Altium Wealth Management bought 1,874 Fidelity National Information Services shares in Q2 2022, an estimated $186K.
Fidelity National Information Services made up 0.04% of Altium Wealth Management's portfolio in Q2 2022, its #228 holding.
Altium Wealth Management first reported a position in Fidelity National Information Services in Q2 2020 and has held it in 9 quarters since.
1,084 funds tracked by Wall St. Rank held Fidelity National Information Services as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.